Nancy Romero

Financial Solutions Advisor at Merrill Edge - Prescott, AZ, US

Nancy Romero's Colleagues at Merrill Edge
Payal Saraf

Financial Solutions Advisor, Vice President

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Connor Berkery

Financial Solutions Advisor

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Sasho Smileski

Financial Solutions Advisor

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Namita Mehra

Asst Vice President, Financial Solutions Advisor

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Laura Besaw

Financial Solutions Advisor

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DOUG SHAW

Financial Solutions Advisor

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Nancy Romero's Contact Details
HQ
928-777-7062
Location
Bellevue, Washington, United States
Company
Merrill Edge
Nancy Romero's Company Details
Merrill Edge logo, Merrill Edge contact details

Merrill Edge

Prescott, AZ, US • 1000 - 4999 Employees
Financial Services

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients' needs and expectations.We can offer a full suite of products and services including:- Potential investment solutions and products- Retirement income planning- College planning- Small Business SolutionsMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity© 2020 Bank of America Corporation. All rights reserved. 2962366

Banking Finance Financial Services Financial Advisory Services
Details about Merrill Edge
Frequently Asked Questions about Nancy Romero
Nancy Romero currently works for Merrill Edge.
Nancy Romero's role at Merrill Edge is Financial Solutions Advisor.
Nancy Romero's email address is ***@merrilledge.com. To view Nancy Romero's full email address, please signup to ConnectPlex.
Nancy Romero works in the Financial Services industry.
Nancy Romero's colleagues at Merrill Edge are Payal Saraf, Peg Milligan, Connor Berkery, Sasho Smileski, Namita Mehra, Laura Besaw, DOUG SHAW and others.
Nancy Romero's phone number is 928-777-7062
See more information about Nancy Romero